Holly worked with us for just a short time while we were still at Brown Shipley and we are truly honoured that she made the decision to come and join us over at Charles Stanley. Holly’s role at Charles Stanley is to support Richard and Bob with all aspects of our client servicing and be the first port of call for all our client needs.
How did your journey with Charles Stanley begin?
My journey into financial services began after returning from travelling and living in South-East Asia, Australia and New Zealand. I worked for an independent financial adviser firm looking after private clients before joining the Court of Protection team at Brown Shipley. I was thrilled when Richard and Bob asked me to join them at Charles Stanley; their wealth of knowledge and experience in the industry has been invaluable and driven me to continue a long career within COP.
What makes you proud to work for Charles Stanley?
Having only been at Charles Stanley a short time, I already feel part of the family. The company is client driven with a great culture and progressive values which align with my own.
I feel incredibly grateful to be able to work for such a brilliant company.
Quick-fire questions
- Favourite charity
My favourite charity and one close to my heart is Mind. A really important charity spreading awareness of mental health and providing support to those in need. - What is your superpower?
I would say my superpower is my ability to remain calm in highly charged situations, I'm told that I can be a calming influence on others too. - Favourite book
I love a bit of fantasy fiction, I’m currently reading the ACOTAR series by Sarah J Maas. - Guilty pleasure
Buying a silly, overpriced coffee with a really long name on my way into the office. - Favourite way to spend a Sunday
I love baking a loaf of sourdough from scratch, or if I’m feeling active, a hike in the Peak or Lake District!
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